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WealthPLAN Partners’s V2X VVX Stock Holding History

WealthPLAN Partners’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$120 Sell
7
-7
-50% -$210 ﹤0.01% 941
2016
Q2 		$199 Buy
+14
New +$336 ﹤0.01% 2412

Other funds holding VVX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM

WealthPLAN Partners's VVX Position: Q3 2016 in Review

WealthPLAN Partners reduced its V2X (VVX) stake by 50% in Q3 2016, selling an estimated $210 and leaving 7 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #941.

WealthPLAN Partners first reported a position in VVX in Q2 2016 and has held it in 2 quarters since. The position peaked at $199 in Q2 2016. 171 funds tracked by Wall St. Rank hold VVX as of Q3 2016.

  • WealthPLAN Partners held 7 shares of V2X worth $120 as of Q3 2016.
  • WealthPLAN Partners sold 7 V2X shares in Q3 2016, an estimated $210.
  • V2X made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #941 holding.
  • WealthPLAN Partners first reported a position in V2X in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's V2X position peaked at $199 in Q2 2016.
  • 171 funds tracked by Wall St. Rank held V2X as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.